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Marco di Lorenzo
Gestionnaire de Portefeuille-Actions chez
TD Waterhouse Private Investment Counsel, Inc.
Profil
Mr. Marco di Lorenzo is a Senior Portfolio Manager at TD Waterhouse Private Investment Counsel, Inc. He is focused on providing a tailored wealth management strategy and a consistent experience for the families, estates and trusts, businesses and charitable organizations he serves.
He holds the Chartered Investment Management (CIM) designation and is a member of the Toronto CFA Society.
He attended the University of Waterloo, earning a Bachelor of Arts degree in Political Science with a minor in Economics in 2008.
Postes actifs de Marco di Lorenzo
| Sociétés | Poste | Début |
|---|---|---|
TD Waterhouse Private Investment Counsel, Inc.
 TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TDWPIC aims to provide superior risk-adjusted investment returns over the long term. They diversify portfolios to potentially reduce overall volatility. Clients' holdings are diversified across asset classes, sectors, industries, geographic regions and often management styles, according to the client's specific objectives. The firm performs comprehensive research into the securities selected. While they take overriding economic trends into account, more emphasis is placed on research into each individual company. | Gestionnaire de Portefeuille-Actions | - |
Formation de Marco di Lorenzo
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
2
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
TD Waterhouse Private Investment Counsel, Inc.
TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TDWPIC aims to provide superior risk-adjusted investment returns over the long term. They diversify portfolios to potentially reduce overall volatility. Clients' holdings are diversified across asset classes, sectors, industries, geographic regions and often management styles, according to the client's specific objectives. The firm performs comprehensive research into the securities selected. While they take overriding economic trends into account, more emphasis is placed on research into each individual company. | Finance |
The University of Waterloo
 The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
